Share Name Share Symbol Market Type Share ISIN Share Description
GlaxoSmithKline LSE:GSK London Ordinary Share GB0009252882 ORD 25P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -7.00p -0.54% 1,296.00p 1,295.80p 1,296.20p 1,301.00p 1,292.40p 1,299.60p 5,692,832 16:35:12
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 30,186.0 3,525.0 31.4 41.3 64,258.21

GlaxoSmithKline Share Discussion Threads

Showing 16826 to 16848 of 16850 messages
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DateSubjectAuthorDiscuss
23/2/2018
15:37
As indicated earlier we need to watch for progress on BCMA too
romeike
23/2/2018
15:02
Yes, Paul - excellent post, thanks ..... ;0)
tradermichael
23/2/2018
14:40
polaris Good post, that was good news for Advair, rival delayed again, for at least a year it seems.
montyhedge
23/2/2018
12:17
There is quite a lengthy article in today's IC about patent expiry across the whole sector. Worth a read if you hold any pharma shares.
rcturner2
23/2/2018
11:52
Hi all, The recent figures were boosted by the lack of generic entry for Advair (worth as much as 1B GBP to 2017 figures) and the success of the HIV side. Generic entry for Advair was flagged in 2018 in the results, although the recent knockback for Sandoz/Novartis was a surprise to me, highlighting the FDA approach on equivalence. I've followed the generics in Europe and RoW and they are only substitutable after training, due to the inhaler differences, and the delivery differences do cause some other (minor) side-effects. This means they are not true generics as far as i am conerned. If the FDA have picked up on this then it could be another 12-18 months before any generics finally enter the market. By then the switch to next generation products (Ellipta/Nucala) will reduce the blow. I estimate that the respiratory division will have flat total sales in 2018, without the impact of potential sales of the recently approved and launched Trelegy Ellipta, and up to 5% increase in sales should there be no generic entry. This is reasonably in line with the internal estimates given at the results. In HIV, the Gilead entrant and litigation filing are an unknown right now. Both are likely to have an impact on total HIV sales growth. If GSK win the litigation then they will not ask for the entrant to be blocked, but receive royalties instead on the IP. It remains to be seen how much this might be. If they lose the case then they will see erosion of sales due to the competition, although the global market size remains an unknown as both Tivicay and Triumeq are still in high sales growth phases. The impact 'may be' as high as 1Bn GBP in potential revenues, although that would be drastically reduced in bottom line impact in the case of a royalty based litigation win, as margin on that would be 100% cf. the manufacturing contributions for their own products. As the global slaes growth remains high then it is still likely that overall sales will increase in 2018, whatever the outcome. The new products identified in the review a few years ago will meet the primary annual sales targets for 2020 in 2018. There are no other big revenue earners that go ex-patent, apart from the ongoing Advair story. There are also some positive signs on the vaccines side. The consumer brands division is the lowest margin part of the group. Yes, it has some very nice sales and product lines. If the strategy was to buy the assets from Pfizer then, IMO, best scenario is to spin that off from the main group asap to realize value to expand elsewhere. More important in my opinion is the joint venture and whether GSK will buy that out (the ViiV healthcare set-up). I would also like to see some more information on the medium term drug development side of GSK. The newer products are great but i don't see that much under development for the 5+ years scale. That seems an area to boost. I've seen talk about GSK buying VEC (i'm also a holder there), but i don't see the value in this, unless a forward GSK strategy is to separate the mature products/off patent etc... into a specific generics division, rather like Sandoz with Novartis. If that is a direction under discussion, then buying delvery IP companies may make sense. In summary, Emma and her team have a lot of potential directions to go. In the short to medium term, the growth of the new pharma products give her time to plot her moves. For me, buying the Pfizer assets is not the way to go, but then i am only a PI. I think they should strengthen the core pharma business, identifying pipeline strengthening acquisitions, buying out the JV and, if anything, look to sell or spin off the consumer products side. A grander plan to re-organise the business into drug development (on patent)/generics (off patent) groups might make longer term sense, with considered bolt-ons to boost IP and potential scope of the latter to compete with the big players on that side - Sandoz, Teva and Activis. Regards, Paul
polaris
23/2/2018
11:36
TM - Your latter point is bang on to my mind. If there was much mileage in it the private equity boys would be all over it!
ianood
23/2/2018
10:12
As soon as CEO said we are looking at Pfizer consumer division, GSK shares fell from 1625p to 1299p. CEO came in for some stick over her remarks, but she is the best CEO GSK as ever had. Figures were superb, so just the fact we may bid share price crashed. In theory if RB win bid, then we should have a tremendous bounce. Because figures were great.
montyhedge
23/2/2018
10:00
It could be that neither of them will run to $20bn for a bunch of me-too OTC products. Its also likely that Pfizer would not accept a cent less!
tradermichael
23/2/2018
07:50
You know my view, I think RB will win bid, I think they need it more than GSK, but if we'd did win, Emma said would not overpay and could get a bargain. Surely GSK would just raise money in the corporate bond market, at a low interest rate.
montyhedge
22/2/2018
17:35
GSK up 0.60% adrs in US.
montyhedge
22/2/2018
16:53
I think Pfizer employees working in the consumer division would like to go with GSK for their future bread & butter where they are more likely to get some jam rather then the uncertainty with RB !
abdullla
22/2/2018
16:23
Yes just waiting for the Pfizer rns, on our way back to 1650p if we lose to RB.
montyhedge
22/2/2018
16:21
Reverse "Trump trade" might be starting. Will be good for defensive. GSK up on ex-div day.
romeike
22/2/2018
16:18
Buyers 2 for 1 over sells, even bears know this is cheap, lol.
montyhedge
22/2/2018
15:27
monty - if I was a shareholder in RB, I'd be concerned - just 1 year ago they undertook a massive acquisition (Mead Johnson). The total value of that transaction was $17.9 billion including Mead Johnson’s net debt.
tradermichael
22/2/2018
15:23
Abdulla - that's not a good analysis, and I suspect that you are deliberately being controversial! Invariably there is a quick recovery from the x-div. day's mark-down as you well know. The concern is how long the fundamental price will take to return to the 1700's ...... ;0)
tradermichael
22/2/2018
15:06
Reckitt figures the other day, slowing sales and reduced margins, surely they need the Pfizer Consumer Div, more than us. Emma said she would not pay up, lets hope RB get it, GSK shares would rise substantially.
montyhedge
22/2/2018
14:37
We have a divi payout per year of roughly one pound,hyperthetically speaking in the absence of growth GSK shares will be worth one pound each after 13 years !!!
abdullla
22/2/2018
12:03
Me too, looking forward to a nice pay out on 12 April, some capital growth would be welcome too.
ny boy
22/2/2018
10:54
Saw Emma on CNBC she will turn out to be the best CEO GSK as ever had. She was very impressive. Look at our last set of results superb. Watch for the massive jump in shareprice, when RB get Pfizer consumer division. P.e 11.6 yield 6.10% paid every quarter, lol I love GSK.
montyhedge
22/2/2018
10:32
My concern with Emma is that she was the head of GSK Consumer Products and will have a natural affinity for acquiring what she would have seen as a once-in-a-decade opportunity. As long as she received good counsel and stayed focussed on core business, the bid will not be overpriced (and as such Pfizer would hold off on a sale anyway).
tradermichael
22/2/2018
10:22
Going by probability odds, I would say 90% chance RB get Pfizer division they need it more than us.Emma would not pay up, anyway share price fallen from 1650p to 1299p on us just looking at Pfizer. So all in the price if we did win.
montyhedge
22/2/2018
10:11
WormHT - I accumulated most of my stake over the last 5 years at prices higher than the current price (considering the fall, it would have been hard not to have paid higher). There's no capital loss until a sale at a loss takes place - I'm not about to do that anytime soon! The return from this dividend over the longer term compounds significantly (remember anhar?), and in the course of time may even cover my original stake! (lol)
tradermichael
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